Reinventing Professionals

Reinventing Professionals

The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.

Episodes

June 20, 2025 11 mins

I spoke with Will Seaton, the Chief Customer Officer at DraftWise, Dan Wallace, the Vice President of Sales for the North American Markets at Neota, and Laura Wenzel, the Global Marketing & Insights Director at iManage. The three companies are part of a consortium supporting a new report featuring the perspectives of 31 legal operations leaders, titled "Redefining Legal Operations to Adapt to Uncertainty and Change." We discuss...

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I spoke with Brandon D’Agostino, Vice President of Product at Cloudficient, a provider of information governance and e-discovery software. We discussed the rise of hyperlinked documents in e-discovery, the legal challenges of preserving and collecting hyperlinked files, and adapting ESI protocols to address hyperlinked files.

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I spoke with Peter James, a Senior Partner with @DOCS, and David Leong, the Chief Technology Officer with @GROUP about how modern law firms navigate document management challenges, what post-COVID print volumes and workflows reveal about document production, and the webinar - Closing the Gaps by Modernizing Legal Document Management - on Wednesday, June 11, 2025.

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I spoke with Tommi Ogi Possnert, a legal industry leader based in Stockholm and a featured speaker at the Lexpo Conference, taking place in Amsterdam on June 16th and 17th. We discussed the most common challenges companies face when implementing new technologies in legal, how to balance risks to ensure the success of large-scale digital transformations, and how the role of in-house legal teams is evolving in an emerging era of AI, ...

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I spoke with Richard Tromans, founder of Tromans Consulting and Artificial Lawyer, which is the co-producer of the Legal Innovators Conference Series, including  Legal Innovators California in San Francisco on June 11th and 12th. We discussed the genesis of Artificial Lawyer, the inspiration for the Legal Innovators Conference, the importance of facilitating complementary conversations for law firm and legal department leaders, and...

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I spoke with Alistair Marshall, the Director and Owner of Professional Services Business Development, a consultancy that focuses on strategy, marketing, and business development for law firms worldwide. He is the author of the newly released Grow Your Professional Services Practice – The Practical Guide to Business Development. We discussed best practices for business development success, the most common mistakes lawyers make when ...

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I spoke with Tom Chapman, the Co-Founder of Iceberg, a specialist recruitment firm focused on cybersecurity and e-discovery. We discussed how the demand for cybersecurity and e-discovery talent has evolved, the challenges companies face when hiring for these roles, and how AI and automation are impacting hiring in cybersecurity and e-discovery.

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I spoke with Rick Campbell, the Executive Chairman and CEO of @GROUP, and Matt Winlaw, the CEO and Managing Director of @ID, one of three divisions that includes @DOCS and @SOFT, within @GROUP. We discussed open-source intelligence, why OSINT has become vital to modern legal operations, the blind spots in traditional legal risk models, predictive behavioral AI use cases, and practical ways for legal teams to integrate AI and OSINT ...

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In this 41st episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed value-based billing, driving firmwide innovation, and cultivating a willingness to be engaged.

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May 20, 2025 7 mins

I was lucky to have many great conversations with industry leaders at the 2025 CLOC (Corporate Legal Operations Consortium) Global Institute, which I captured in this #ReinventingProfessionals #Mixtape 😀 Thanks to the following participants for sharing their insights: 🎙️ David Blazejewski (David Blaze), Chief Revenue Officer, TruthOrLie.ai 🎙️ Tim Brady, CEO, Colligo 🎙️ Laurie Ehrlich (she/her), Chief Legal Officer, Dioptra ...

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I spoke with Hilary Bowman, a healthcare attorney, who is the Founder of Querious, an application that facilitates virtual lawyer-client conversations using generative AI. We discussed how artificial intelligence can help legal professionals optimize client conversations, the value of real-time legal insights, and how the attorney-client relationship is evolving.

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I spoke with Ruchie Chadha, the President of Smokeball US, an AI-powered legal practice management software platform that helps small law firms stay organized, productive, and profitable. We discussed the importance of trust accounting, empowering lawyers by partnering with state bar associations, and leveraging technology to reshape the competitive landscape for solo practitioners and small firms.

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May 9, 2025 13 mins

I spoke with Matthew Rasmussen, the CEO, and Ryan Frye, the Chief Innovation Officer, at ModeOne, a targeted remote smartphone data collection provider. We discussed the risks involved in extracting company data from personal devices, the biggest misconceptions about mobile data collection, and how organizations can ensure their mobile data collection processes align with evolving privacy laws and regulatory requirements.

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I spoke with Ted DeBettencourt, a Co-Founder of Juvo Leads, a company that provides human-powered chat services. We discussed the benefits of human-powered chat for law firms, use cases where prospective clients prefer technology to human interaction, and the mistakes professional services firms make when deploying human-powered chat.

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I spoke with Uwais Iqbal, the Founder of Simplexico, a UK-based AI consulting firm helping legal teams with AI adoption. We discussed the most common use cases for generative AI, how legal professionals can maximize their use of generative AI, whether law firms should build or buy generative AI applications, and how the use of AI in law firms is evolving.

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I spoke with Katya Fisher, CEO of Aracor, a software platform to streamline M&A, private equity, and venture capital transactions. We discussed the evolving M&A lifecycle, the changing relationship between in-house counsel and outside counsel, and how AI has changed M&A and corporate transactions.

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April 29, 2025 11 mins

I spoke with Danny Thankachan, the Head of Partnerships at CaseGuild, an AI-powered platform that finds key evidence in litigation. We discussed how legal teams can use artificial intelligence to find crucial evidence, ways that lawyers are currently trying to solve this problem, and the ideal users of this technology.

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In this 40th episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I discussed bringing back boring, legal operations trends, and embracing automation.

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I spoke with Ciprian Şaramet, Managing Director of Modular Services, a Romanian company focused on providing technical support and business services to global law firms. We discussed how law firms can strengthen their cybersecurity posture, the influence of AI on law firm security, vulnerability management, and the value of continuous education for safeguarding client data and firm operations.

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I spoke with Matt Tait, the CEO of Decimal, a tech-enabled services firm focused on bookkeeping, tax filings, and tax preparation. We discussed how the economy is affecting the way law firm leaders manage their practices, the business mistakes they are making, ways to balance the application of technology and talent, and best practices for leveraging technology to maintain books and records.

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